Access the Essential Financial Tools You Need

Flexibility and Solutions

in the Increasingly

Dynamic

Financial World

Lightning Term Insurance.

Create an instant estate.

Take care of your family with just a few minutes of your time.

 

Phone for details and an appointment

(310) 821-8121

 

Real Estate (Residential/Investment, Reverse Mortgages),Insurance (Life, Tax Free Pension, Annuities, Health, Long Term Care), Investments (Stretch IRAs, Roth IRAs, Life Settlements), Trusts, Notary Services, Incorporation Services

No other firm in this area offers this breadth of services under one roof.

 

 

Do you need professional help in creating your game plan

 Things That Matter, (T.T.M. ) offers an initial free consult, & one free notarized signature on your first visit.

Let’s see if we have a fit, to do business.

Are you the kind of Client we can help to achieve your dreams/aims? NOT just in the financial work,  but in your attitude toward money.

Knowledge is only powerful, when it is used.

NOW is always the  best time to start.

We are offering professional service in MANY fields.

Planning can save you and your business, time and money.

NOW is a great time to start planning and executing your tax-free pension.

Our office is at 4519 Admiralty Way #203
(directly over First Bank)

Marina Del Rey, Ca 90292
Phone: 310-821-8121

(free parking)